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eXp World Holdings
EXPI

Overview Fund Activity

213 hedge funds and large institutions have $1.03B invested in eXp World Holdings in 2023 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 69 increasing their positions, 61 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+28
Holders Change %
+15.14%
% of All Funds
3.36%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
48
Increased
69
Reduced
61
Closed
20
Calls
$13.6M
Puts
$22.7M
Net Calls
-$9.17M
Net Calls Change
-$8.92M

Top Buyers

1
BlackRock
1
BlackRock
New York
$232M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$240M
3
State Street
3
State Street
Massachusetts
$52.1M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$8.49M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$18.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$12.2M
2
IAN
2
Integrated Advisors Network
Texas
$29M
3
CCM
3
Copeland Capital Management
Pennsylvania
$80.2M
4
SSA
4
Schonfeld Strategic Advisors
New York
$1.3M
5
UBS Group
5
UBS Group
Switzerland
$1.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAAM
201
Baker Avenue Asset Management
California
$1.85K +$142 +7 +8%
HPC
202
HM Payson & Co
Maine
$1.62K +$1.62K +80 New
LFG
203
Larson Financial Group
Missouri
$1.42K – – –
BIA
204
Bell Investment Advisors
California
$1.38K +$1.38K +68 New
GI
205
Gradient Investments
Minnesota
$852 +$852 +42 New
NC
206
NewSquare Capital
Pennsylvania
$811 – – –
FA
207
Fiduciary Alliance
South Carolina
$771 +$771 +38 New
DJSG
208
D.J. St. Germain
Massachusetts
$750 +$750 +37 New
GRP
209
Global Retirement Partners
California
$608 -$466 -23 -43%
QCG
210
Quadrant Capital Group
Ohio
$467 – – –
PFBT
211
Parkside Financial Bank & Trust
Missouri
$122 +$122 +6 New
GCM
212
Graham Capital Management
Connecticut
– -$2.32M -183,158 Closed
First Trust Advisors
213
First Trust Advisors
Illinois
– -$2.19M -172,771 Closed
Tudor Investment Corp
214
Tudor Investment Corp
Connecticut
– -$1.49M -116,992 Closed
PAM
215
Panagora Asset Management
Massachusetts
– -$574K -45,224 Closed
PI
216
PEAK6 Investments
Illinois
– -$557K -43,888 Closed
GLA
217
Great Lakes Advisors
Illinois
– -$442K -34,860 Closed
D.E. Shaw & Co
218
D.E. Shaw & Co
New York
– -$413K -32,576 Closed
ACM
219
Aquatic Capital Management
Illinois
– -$289K -22,800 Closed
CS
220
Cannell & Spears
New York
– -$254K -19,980 Closed
Cambridge Investment Research Advisors
221
Cambridge Investment Research Advisors
Iowa
– -$163K -12,851 Closed
PWS
222
Precision Wealth Strategies
Missouri
– -$127K -10,009 Closed
ASN
223
Advisory Services Network
Georgia
– -$23K -1,812 Closed
AAS
224
Ameritas Advisory Services
Nebraska
– -$19.3K -1,653 Closed
CA
225
Crewe Advisors
Utah
– -$10.9K -855 Closed
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